Amplius Wealth Advisors, LLC Spdr Gold Trust Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 9,253 shares of GLD stock, worth $2.22 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

9,253

Previous 9,406 1.63%

Holding current value

$2.22 Million

Previous $2.02 Million 11.23%

% of portfolio

0.28%

Previous 0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$215.56 - $246.98 $32,980 - $37,787	-153 Reduced 1.63%	9,253 $2.25 Million
Q2 2024 Jul 22, 2024	SELL	$207.82 - $224.56 $335,421 - $362,439	-1,614 Reduced 14.65%	9,406 $2.02 Million
Q1 2024 Apr 16, 2024	SELL	$184.42 - $205.72 $99,217 - $110,677	-538 Reduced 4.65%	11,020 $2.27 Million
Q4 2023 Jan 10, 2024	SELL	$168.83 - $192.59 $221,336 - $252,485	-1,311 Reduced 10.19%	11,558 $2.21 Million
Q3 2023 Oct 17, 2023	SELL	$171.45 - $183.67 $164,934 - $176,690	-962 Reduced 6.96%	12,869 $2.21 Million
Q2 2023 Jul 26, 2023	SELL	$177.09 - $190.44 $68,179 - $73,319	-385 Reduced 2.71%	13,831 $2.47 Million
Q1 2023 Apr 25, 2023	SELL	$168.35 - $185.74 $809,426 - $893,037	-4,808 Reduced 25.27%	14,216 $2.6 Million
Q4 2022 Jan 19, 2023	SELL	$151.45 - $169.67 $984,273 - $1.1 Million	-6,499 Reduced 25.46%	19,024 $0
Q3 2022 Nov 10, 2022	SELL	$151.23 - $168.32 $577,547 - $642,814	-3,819 Reduced 13.02%	25,523 $3.95 Million
Q2 2022 Jul 21, 2022	SELL	$168.46 - $184.65 $619,595 - $679,142	-3,678 Reduced 11.14%	29,342 $4.94 Million
Q1 2022 May 09, 2022	SELL	$166.99 - $191.51 $271,024 - $310,820	-1,623 Reduced 4.68%	33,020 $5.97 Million
Q4 2021 Jan 28, 2022	BUY	$163.92 - $174.5 $5.68 Million - $6.05 Million	34,643 New	34,643 $5.92 Million

Others Institutions Holding GLD

# of Institutions

2,448

Shares Held

125M

Call Options Held

66.7M

Put Options Held

48.5M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $82.8B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Spdr Gold Trust Transaction History